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Walt Disney
DIS

2,551 hedge funds and large institutions have $153B invested in Walt Disney in 2019 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,275 increasing their positions, 937 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 1,275 | Existing positions reduced: 937

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

0% more funds holding

Funds holding: 2,551 → 2,551 (0)

9% less call options, than puts

Call options by funds: $3.11B | Put options by funds: $3.43B

4.49% less ownership

Funds ownership: 69.76% → 65.28% (-4.5%)

8% less capital invested

Capital invested by funds: $166B → $153B (-$12.9B)

30% less funds holding in top 10

Funds holding in top 10: 382 → 267 (-115)

Holders
2,551
Holders Change
–
Holders Change %
0%
% of All Funds
55.93%
Holding in Top 10
267
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-30.1%
% of All Funds
5.85%
New
110
Increased
1,275
Reduced
937
Closed
90
Calls
$3.11B
Puts
$3.43B
Net Calls
-$324M
Net Calls Change
-$1.4B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$509M
2
Morgan Stanley
Morgan Stanley
New York
+$359M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$269M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$218M
5
Jennison Associates
Jennison Associates
New York
+$213M

Top Sellers

Rank Fund Capital Flow
1
PFC
Phocas Financial Corp
California
-$9.08B
2
DCP
D1 Capital Partners
New York
-$353M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$319M
4
SGA
Sustainable Growth Advisers
Connecticut
-$245M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$232M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2601
WT Asset Management
Hong Kong
– -$1.55M -11,100 Closed
CANY
2602
Caxton Associates (New York)
New York
– -$1.4M -10,000 Closed
JT
2603
Jump Trading
Illinois
– -$1.4M -9,988 Closed
DCM
2604
Dynamic Capital Management
Jersey
– -$1.05M -7,510 Closed
SPM
2605
Symmetry Peak Management
Pennsylvania
– -$1.05M -7,500 Closed
AGA
2606
Accuvest Global Advisors
Utah
– -$978K -7,005 Closed
Arrowstreet Capital
2607
Arrowstreet Capital
Massachusetts
– -$870K -6,228 Closed
BCM
2608
Bayesian Capital Management
New York
– -$790K -5,655 Closed
LP
2609
LMR Partners
United Kingdom
– -$773K -5,534 Closed
NAM
2610
NorthCoast Asset Management
Connecticut
– -$671K -4,807 Closed
GCP
2611
GSA Capital Partners
United Kingdom
– -$654K -4,681 Closed
RGNCM
2612
R.G. Niederhoffer Capital Management
New York
– -$628K -4,500 Closed
GC
2613
Grace Capital
Massachusetts
– -$596K -4,266 Closed
NC
2614
Noked Capital
Israel
– -$559K -4,000 Closed
NI
2615
Noked Israel
Israel
– -$559K -4,000 Closed
SSA
2616
Schonfeld Strategic Advisors
New York
– -$447K -3,200 Closed
HIS
2617
Harvest Investment Services
Illinois
– -$304K -2,152 Closed
ZF
2618
Zhang Financial
Michigan
– -$253K -1,809 Closed
NP
2619
NS Partners
United Kingdom
– -$251K -1,800 Closed
PA
2620
Planning Alternatives
Michigan
– -$243K -1,738 Closed
HC
2621
Hamilton Capital
Ohio
– -$239K -1,715 Closed
PWM
2622
PRW Wealth Management
Massachusetts
– -$234K -1,675 Closed
PFA
2623
Pettinga Financial Advisors
Indiana
– -$227K -1,623 Closed
TCB
2624
Texas Capital Bancshares
Texas
– -$217K -1,551 Closed
LA
2625
Lau Associates
Delaware
– -$214K -1,532 Closed
102 103 104
105
106

DIS Hedge Fund Activity: Q3 2019 in Review

2,551 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2019, worth a combined $153B — down 7.8% from $166B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new DIS positions and 90 closed out — a net gain of 20 holders — while 1,275 added to existing stakes and 937 trimmed.

The largest buyer was BlackRock, adding an estimated $509M. The largest seller was Phocas Financial Corp, cutting an estimated $9.08B.

  • 2,551 institutional investors held Walt Disney (DIS) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $153B of Walt Disney stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 110 funds opened new Walt Disney positions in Q3 2019 and 90 closed out, a net change of +20 holders.
  • The largest Walt Disney buyer in Q3 2019 was BlackRock, an estimated $509M added.
  • The largest Walt Disney seller in Q3 2019 was Phocas Financial Corp, an estimated $9.08B sold.

Based on aggregated 13F filings for Q3 2019.